Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,814
New position
Shares Held
200
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026IFG Advisory, LLC holds $6,910,371 across 12 Household & Personal Products names. HELE ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
17,795 | $2,609,458 | |
| 2 | CLX |
Clorox Co /De/
|
26,767 | $2,554,642 | |
| 3 | KMB |
Kimberly Clark Corp
|
7,158 | $785,733 | |
| 4 | CL |
Colgate Palmolive Co
|
3,709 | $340,041 | |
| 5 | UL |
Unilever PLC
|
5,340 | $321,040 | |
| 6 | KVUE |
Kenvue Inc.
|
12,804 | $244,684 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
493 | $47,761 | |
| 8 | HELE |
Helen Of Troy Ltd
This page
|
200 | $5,814 |
All Filings in HELE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,814 | 200 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||